PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Global X US Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
3.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
42
Increased
83
Reduced
74
Closed
25
Calls
$279K
Puts
$12K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$459M
2
Wells Fargo
2
Wells Fargo
California
$114M
3
FAM
3
Flaharty Asset Management
Florida
$30.7M
4
Cohen & Steers
4
Cohen & Steers
New York
$23.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.8M

Top Sellers

1
RA
1
Rational Advisors
New York
$38.1M
2
SCI
2
Stableford Capital II
Arizona
$212K
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$20.6K
4
CI
4
Conning Inc
Connecticut
$11.2M
5
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
226
Stephens Inc
Arkansas
– -$797K -38,846 Closed
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
– -$712K -34,697 Closed
BFC
228
Bedel Financial Consulting
Indiana
– -$434K -22,675 Closed
HGERS
229
Householder Group Estate & Retirement Specialist
Arizona
– -$365K -17,800 Closed
ZIMP
230
Zimmermann Investment Management & Planning
Pennsylvania
– -$345K -16,811 Closed
BC
231
Burney Company
Virginia
– -$281K -13,687 Closed
BRWA
232
B. Riley Wealth Advisors
Florida
– -$265K -12,897 Closed
KAS
233
Kestra Advisory Services
Texas
– -$260K -12,660 Closed
UWM
234
USAdvisors Wealth Management
Minnesota
– -$240K -11,700 Closed
HighTower Advisors
235
HighTower Advisors
Illinois
– -$204K -9,950 Closed
GA
236
GFS Advisors
Texas
– -$200K -9,750 Closed
MA
237
MCF Advisors
Kentucky
– -$75K -3,643 Closed
HR
238
Howe & Rusling
New York
– -$52K -2,530 Closed
WT
239
Whittier Trust
California
– -$37K -1,805 Closed
TWC
240
TD Waterhouse Canada
Ontario, Canada
– -$19.3K -935 Closed
SWM
241
Selective Wealth Management
Virginia
– -$10K -478 Closed
PMFA
242
Plante Moran Financial Advisors
Michigan
– -$8K -409 Closed
SWM
243
Sugarloaf Wealth Management
Georgia
– -$9K -401 Closed
M1FG
244
Mach-1 Financial Group
Arkansas
– -$1K -72 Closed
Citigroup
245
Citigroup
New York
– -$1K -36 Closed
6 7 8 9
10